3.3 Import Orders
Starting from the last program update ((v. 2.29.1 Build:1683) ) there is the ability to import orders list from the separate file.
Please note, this feature is available only in Professional Edition of Store Manager!
First of all, prepare the file to import. It should contain the following required fields as:
1) Order ID;
2) Order Reference;
3) Payment Method;
4) Payment Module;
5) Total Discounts;
6) Total Paid;
7) Total Price for Products;
8) Total Price for Product without Tax;
9) Total Shipping;
10) Total Wrapping;
15) Customer E-mail;
16) Delivery Address 1;
17) Delivery City;
18) Invoice Address 1;
19) Invoice City;
20) Product Name;
21) Product Quantity;
22) Product Price;
23) Product Reference;
Make sure that all of them exist in your file to run import successfully.
Launch Import Wizard by opening the Orders section of Store Manager and pressing the option in the top toolbar.
After choosing the appropriate action on the Welcome page you will be moved to the next import step - 'Select File'. You have to specify the filename and file path in the field above. To facilitate current process press the browse
button to choose the file location from the system file explorer.
The options below help to involve the different file locations while importing.
For example, if the details of the order are on the external server and you can access the data by using the URL path - check the appropriate checkbox and specify HTTP URL in the field below.
If needed to run import from a file located on the FTP server - choose the appropriate checkbox and enter the required FTP access details.
Note, make sure, you have specified the correct FTP settings - previously verify them in any FTP client to get the successful connection.
At the bottom of the import window, you are able to upload import configuration directly from the wizard list or from a file and facilitate the passage through the import steps.
‘Select Delimiter Fields’ page displays the main characters which are used to separate the fields data. In the table below you can see how your data looks like after choosing the appropriate delimiter from the available list.
‘Base Formats and Separators’ step contains the basic format of date and time display.
If you do not have any specific format of such values you can leave these fields by default.
The next step is divided into two sections:
- the first one (upper) is intended to determine the identifier by which the program will recognize the imported data.
You should choose the identifier related to the customer, customer address, order and ordered product.
- the lower part relates to the fields linking. On the left, you can see the list of database fields which can be assigned to the appropriate columns of the file to import.
Note, the positions in the red display the unassigned values - such fields will not be imported!
To involve expression formula - click on the 'Editor' button opposite to the data you want to modify and specify the expression in the Expression Editor form.
On the right, there are the data which are going to be imported. The columns with the red values mean that data are unparalleled among the database fields and they will be skipped (not imported) after completion of the process.
The lower option helps to perform the following additional actions:
Use the option at the bottom to automate fill out (assign) the columns from a file with the database fields - works only for the identical values.
‘Clear’ option cancels the previous assignments between data.
If you upload the import configuration and change manually some columns assignments the ‘Predefined’ option on this step helps to revert to the initial settings.
Take a note, to be able to run import orders you have to assign all required fields. If some of them are not linked - you cannot proceed and get the next warning message:
If all necessary fields are linked you can press ‘Next’ to continue.
On the Preview step you will see which number of orders will be imported and what details are assigned and ready to transfer. You can specify the rows 'from' which the data will be taken during the process at the bottom of the current step.
To perform this just check the field and specify the necessary position by using the scrolling arrows:
'Next' button moves to the penultimate step of the import process and you can select one of the following import methods:
- 'Add only' serves for adding the new records that don’t exist in the database and skipping the existing ones.
- 'Just add' allows to fast create new records in the existing orders list without searching the already created ones.
There are some additional conditions which can be checked before import running:
- 'Import orders with missing identifiers' field allows transferring, in addition, the records which have no specified product_ID in a file to import.
- 'Update product stock' - in case the product which is assigned to the order in a file is already available at the store you can decrease its quantity exactly for the ordered amount.
Note, that if there is not enough quantity of product or the product does not exist - then the order will not be created.
You are able to specify the path to the logs file by using the browser option opposite the corresponding field.
'Import' button launches the process of the data transferring.
The summary results can be previewed in the separate window once the import is completed. Summary results and errors, if any, are shown in the last step of Import Wizard: